Bookings - Make a reservation [Customer] Tutorial

In this video, you will learn how to make a reservation as a customer.
The video covers the process of selecting a service, choosing a staff member, and checking availability.
It also explains how to fill in customer information and finalize the reservation.
This tutorial will help you easily navigate the reservation process and ensure a smooth booking experience.

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Objectifs :

This document aims to provide a comprehensive overview of the booking process for customers using the online reservation system. It outlines the steps customers need to follow to make a reservation, including selecting services, staff members, and filling in necessary information.

Chapitres :

  1. Introduction to the Booking Process
    The booking process allows customers to make reservations easily through a public booking page. Once the booking page is set up and visible to the public, customers can access it via a share link.
  2. Accessing the Booking Page
    Customers can access the booking page by clicking on the share link provided. This action redirects them to the booking interface where they can begin the reservation process.
  3. Selecting Services
    Upon entering the booking page, customers start by selecting a service. Here, they can view the duration and pricing information associated with each service offered.
  4. Choosing a Staff Member
    If the option is available, customers can choose a specific staff member for their reservation. The availability calendar is linked to the staff member's Outlook calendar, ensuring that the displayed availability is accurate. If the selected staff member is unavailable, a delay notification will appear.
  5. Understanding Availability
    When customers select a date, they will see several time slots based on the availability of the chosen staff member. If the customer is in a different time zone, they have the option to adjust it accordingly.
  6. Filling in Customer Information
    Customers must fill in the required customer information fields. These fields include default options provided by the booking system as well as any custom fields created by the service provider. Optional fields are clearly marked.
  7. Finalizing the Reservation
    To complete the reservation, customers click on the designated button. A confirmation window will appear, indicating that the reservation has been successfully made.
  8. Post-Reservation Actions
    Customers have the flexibility to modify or cancel their reservations at any time. Upon successful booking, customers receive a confirmation email, and if configured, the relevant staff member also receives a notification. For remote services, a link to the IT team will be included in the email.

FAQ :

How can customers make a reservation?

Customers can make a reservation by clicking on a shared link that redirects them to the booking page, where they can select a service and fill in their information.

What happens if the selected staff member is not available?

If the chosen staff member is not available, a delay message will appear, indicating that they cannot take the appointment at that time.

Can customers modify or cancel their reservations?

Yes, customers can modify or cancel their reservations at any time after booking.

What information do customers need to provide when booking?

Customers need to fill in their details in the customer information fields, which include both default and any custom fields created for the booking.

Will customers receive a confirmation after booking?

Yes, customers will receive a confirmation email after finalizing their reservation, and the relevant staff member will also receive a notification if set up.

Quelques cas d'usages :

Salon Appointment Booking

A hair salon can use the booking page to allow clients to select services like haircuts or coloring, choose their preferred stylist, and book appointments based on real-time availability.

Consultation Scheduling for Therapists

Therapists can implement this booking system to let clients schedule consultations, ensuring that they can see available time slots and receive confirmation emails for their appointments.

Remote IT Support Services

IT support teams can use the booking page to allow clients to book remote assistance sessions, automatically sending links for virtual meetings in the confirmation emails.

Fitness Class Reservations

Fitness studios can utilize the booking system to manage class registrations, allowing clients to select classes, view instructor availability, and receive reminders about their bookings.

Glossaire :

Booking Page

A web page where customers can view available services and make reservations.

Public Visibility

A setting that allows anyone to view and access the booking page.

Service

The specific offering that customers can book, which includes details like duration and price.

Availability Calendar

A schedule that shows when staff members are available for appointments, linked to their Outlook calendars.

Time Slots

Specific periods during which a service can be booked, based on staff availability.

Customer Information Fields

Forms that customers fill out with their details when making a reservation, including default and custom fields.

Confirmation Email

An email sent to customers to confirm their reservation, which may also be sent to the relevant staff member.

Remote Service

A service that is provided online, where a link to the IT team is included in the confirmation email.

résultat(s)
00:00:02
Once your booking page is complete,
00:00:05
if it is in public visibility,
00:00:07
your customers can make a reservation.
00:00:09
For example, if you send your share link,
00:00:12
the customer simply clicks on it and
00:00:14
it is redirected to your booking page.
00:00:17
Once on that page this start
00:00:20
by selecting a service.
00:00:21
Here we find the duration and
00:00:24
price information. Just below,
00:00:26
if you have given them the option,
00:00:28
they can choose the staff member with
00:00:30
whom they want to make this reservation.
00:00:33
Since the availability calendar is linked
00:00:35
to your staff members Outlook calendars,
00:00:38
it will be modified according
00:00:40
to the chosen person.
00:00:42
If this person is not available,
00:00:44
the delay appears like this.
00:00:47
If they have time for at
00:00:49
least one appointment,
00:00:50
the daisies played in this color.
00:00:52
When your customer selects today,
00:00:54
several time slots are offered.
00:00:57
Again, they are linked to the
00:00:59
availability of the chosen staff member.
00:01:01
If your customer doesn't have
00:01:03
the same time zone as you,
00:01:05
they can change it here.
00:01:07
Next they need to fill in the
00:01:10
customer information fields.
00:01:11
These correspond to the default
00:01:13
fields that exist in bookings as
00:01:15
well as the custom fields you have
00:01:18
created and assigned to this booking.
00:01:20
Optional fields are notified.
00:01:23
Then they just have to click here
00:01:26
to finalize their reservation.
00:01:28
A confirmation window appears.
00:01:30
Customers can always modify or
00:01:31
cancel their reservation afterwards.
00:01:33
Your customer receives a confirmation
00:01:35
e-mail and if you have defined it as such,
00:01:39
the relevant staff member also receives one.
00:01:41
If it is a service that is done remotely,
00:01:45
IT teams link will be included in the e-mail.

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résultat(s)
00:00:02
Assim que a sua página de reserva estiver completa,
00:00:05
se estiver em visibilidade pública,
00:00:07
Os seus clientes podem fazer uma reserva.
00:00:09
Por exemplo, se você enviar seu link de compartilhamento,
00:00:12
o cliente simplesmente clica nele e
00:00:14
é redirecionado para a sua página de reservas.
00:00:17
Uma vez nessa página, este início
00:00:20
selecionando um serviço.
00:00:21
Aqui encontramos a duração e
00:00:24
informação sobre preços. Logo abaixo,
00:00:26
se lhes tiver dado a opção,
00:00:28
eles podem escolher o membro da equipe com
00:00:30
a quem querem fazer essa reserva.
00:00:33
Uma vez que o calendário de disponibilidade está vinculado
00:00:35
para os membros da sua equipe calendários do Outlook,
00:00:38
será modificado de acordo com
00:00:40
à pessoa escolhida.
00:00:42
Se esta pessoa não estiver disponível,
00:00:44
O atraso aparece assim.
00:00:47
Se tiverem tempo para pelo menos
00:00:49
pelo menos uma consulta,
00:00:50
as margaridas jogavam nesta cor.
00:00:52
Quando o seu cliente seleciona hoje,
00:00:54
São oferecidas várias faixas horárias.
00:00:57
Mais uma vez, estão ligados ao
00:00:59
disponibilidade do membro do pessoal escolhido.
00:01:01
Se o seu cliente não tiver
00:01:03
o mesmo fuso horário que você,
00:01:05
eles podem mudá-lo aqui.
00:01:07
Em seguida, eles precisam preencher o
00:01:10
campos de informação ao cliente.
00:01:11
Estes correspondem ao padrão
00:01:13
campos que existem em reservas como
00:01:15
bem como os campos personalizados que você tem
00:01:18
criado e atribuído a esta reserva.
00:01:20
Os campos opcionais são notificados.
00:01:23
Então eles só têm que clicar aqui
00:01:26
para finalizar a sua reserva.
00:01:28
É apresentada uma janela de confirmação.
00:01:30
Os clientes podem sempre modificar ou
00:01:31
cancelar a reserva posteriormente.
00:01:33
O seu cliente recebe uma confirmação
00:01:35
e-mail e se o definiu como tal,
00:01:39
o membro do pessoal em causa também recebe um.
00:01:41
Se for um serviço feito remotamente,
00:01:45
O link para as equipes de TI será incluído no e-mail.

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Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

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